DULHASTI II
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 31%
This is an undeniable fact. Most investors who have Rs. 1 lakh to invest would prefer to buy 5,000 shares of a small-cap company rather than put the same amount in Reliance and own just 73 shares. Or a Larsen and Toubro for just 30. Most investors also want the rapid returns that small- and mid-cap stocks seem to offer. We have, of course, nothing against small- and mid-caps. Some of them may indeed do well. Though many may not. The greater probability, however, is that, in the long term and from current levels, large-caps like RIL and LT may give higher returns and see less drawdown in volatile markets.
Govt may skip clearance process of IWT for 5 key J&K hydroelectric projects
India is considering expediting five hydroelectric power projects in Jammu & Kashmir, potentially bypassing the Indus Waters Treaty (IWT) clearance process. This move aims to boost J&K's power generation by 4000MW and enhance India's strategic control over western river water resources. The projects, including Bursar, Dulhasti II, Swalkote, Uri Stage II, and Kirthai II, could be completed in 3-5 years.
These large- and mid-cap stocks can give more than 27% return in 1 year, according to analysts
Nothing can, or should, be ruled out on the street. Be prepared for anything. Now, what is the probability that the bears will be banished from the market in the next couple of weeks? Well, that depends on the “risk event” of April 2 and its outcome. But does the departure of the bears mean the arrival of the bulls? Traditionally, liquidity is tight in March because of the financial year ending and money being allocated for advance tax payments. With the coming Monday being a holiday, today, Friday, will be the last trading day of this financial year. As we prepare to face a new year, here’s some old but useful advice: Focus on good businesses, be they large-cap or mid-cap, because that is what the street finally rewards.
J&K govt to introduce new hydropower policy to attract private investment: CM Omar Abdullah
Jammu and Kashmir will introduce a new hydropower policy to harness its full 20,000 MW potential, targeting self-sufficiency and net power export by 2027-28. The policy aims to attract private investments, modernize infrastructure, and reduce high AT&C losses, ensuring reliable and affordable 24/7 electricity for all households.
Energy sector: A slower, but stable and structural change; 12 stocks from energy ecosystem which can give return of over 22%
When it comes to the energy sector, retail investors need to keep a few things in mind. The transformation here is more basic in nature, requires a lot more capex, and will take time. So, don’t expect the street to react as it did to the EV transformation in the auto sector. But, the change here would be more sustainable, on much bigger balance sheets, and with a long runway of growth. So having them on a watchlist is a good idea. But patience is key once you have them in your portfolio.
Is the power sector better placed than other PSU-dominated sectors? 6 power stocks with an upside potential of up to 37%
As the market corrects, investors are faced with an age-old dilemma. Hold or sell, or, indeed, buy? In the case of some sectors, the dilemma is more acute as the choice is between the fear of losing an opportunity and the greed to protect profits. If you bought power, railway or defence stocks even two years ago, you are sitting on decent gains. So when the market corrects, the instinct is to protect the profit. In times of such confusion, look for answers to three questions. One: Are the fundamentals of the sector on a strong footing? Two: Does the business and sector have a high probability of continued growth? And three: How is the valuation? Check the status of power sector stocks on these parameters.
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Power stocks: Better placed than many. 5 power stocks from different segments with an upside potential of more than 44%
When the market hits a bearish phase, there are some sectors that tend to do better than others. Reason: The income stream of these sectors is stable and even in an economic slowdown demand for their products is not impacted. Hence the street tends to gravitate to these sectors. One such sector is power. Now consider another aspect. With hands on heart, answer these questions. Before the announcement of its IPO, did you know that NTPC had a subsidiary called NTPC Green Energy? Or have any idea what business it did? Or, more importantly, that its IPO would get listed at more than Rs. 1 lakh crore market capitalisation? If the answers are yes, then you know all about the power sector and we need to go no further. But if not, read on, and ignore the narratives suggested by the Nifty and Sensex
Sometimes staying in some sectors is the best option: 6 power sector stocks with upside potential of up to 32%
The first three months of 2024 were all about power stocks. Anything to do with the power sector was lapped up. Today, due to lack of price action on the street, they are not getting mentioned in the headlines. Does this have any impact on the real business conditions that are on track after a long time? The answer is no. The reality, however, is that investors who bought the likes of NPTC, SJVN, and other stocks are facing a dilemma. They put money into these stocks on the assumption that the momentum would continue. And now, because that is not happening, should they move out or put that money in their long-term investment bucket?
Power stocks: NTPC is very different from SJVN; what you own matters. 6 power sector stocks with upside potential of up to 35%
Between 2005 and 2008, a number of new players entered the power sector. These included established industrial houses as well as new companies without any experience in the power sector. Anything to do with power got valuations unheard of in the sector. Remember the power company IPO that was subscribed within one minute of opening? Also remember the listing took place below the offer price and that stock has kept moving south ever since. After a gap of 16 years, one hears that the company is again raising money. So, before you take a decision to buy, sell, or hold a power sector stock, you need to understand why the sector went into the dumps, and what has led to a turnaround. In short, understand the history. It will ensure you don't hurry into an early exit just because the headlines are shouting about the sector’s under-performance.
Power stocks: Stay with the re-rated ones in Modi 2.0 for next round in 3.0, just hedge a bit, 5 stocks with upside potential of upto 23%
In the last ten years there have been many sectors which have come out of their troubled past, but the power sector probably stands out for multiple reasons. First, moving out of trouble not only meant that power companies were able to stand on their own feet, but also a big amount of NPA which the banks were saddled with was due to power companies being in the red. So, the health of the power sector, especially the private companies, has seen an improvement. Because there are a large number of PSUs in the power sector, due to policy push and changes in the policy a number of them have seen better performance. Now because any sector where the government and its policies have played an important role in terms of revival, the continuation of the policy framework becomes critical for the sector. So in such a sector, shareholders should hedge before the election results so that their decisions are not impacted by the narrative that FPI are selling due to polls.
Boring yet stable balance sheets: 4 power sector stocks with upside potential of up to 31%
Between 2005 and 2008 a number of new players entered into the power sector, right from established industrial houses, to new companies without any experience in the power sector. Anything to do with power got valuations which were unheard of in that sector. Very soon, there was a u-turn on the street, with power stocks becoming the worst performer. The reason, a large number of these companies got stuck with legal cases, due to coal issues and the captive mine case hit them very badly. After a long gap some of them, including PSU’s, are back on the buying list.
Finally Street lights up for them: 5 power sector stocks with upside potential of up to 36%
In 2008, the IPO of a power company got subscribed in less than a minute of its opening and the size of that issue was Rs 11,563 crore. This just shows the desire to own power sector stocks at that point of time. From those days of frenzy to the nadir in 2014, when power companies were on the top of the list of NPA of the banks. Power companies have seen both the extreme of valuations. It is a sector where after many failures and to some extent a consolidation, some companies have emerged which know how to deal with all kinds of economic and industry cycles. That is probably the reason why a number of companies from the power sector have seen a sharp re-rating in the last one year. Hoping the survivors have learnt their lessons.
In times of volatility, boring but stable bottomline; 5 power sector stocks with an upside potential up to 36%
For all those who have entered into the stock market because they started work from home, it would be worthwhile to know that between 2006 and 2008, the state of the power sector was pretty much similar to what we saw in new age companies in the middle of 2021 to some extent even today. Super optimistic estimates of growth of the sector. Then comes the reality check, for almost 12 years, power stocks were down in the dumps. Now once again the sector is in the limelight for different reasons. The story has a list of power companies with“buy” and “strong buy”, reco from analysts.
Boring business but stable bottomline; 4 power sector stocks from PSU space with upside potential of up to 24%
Power sector is one, where some basic principles of economics are turned upside down. Despite the fact that demand is always more than supply, the companies in this sector find it difficult to survive. Why does it happen and will it ever change? The story has a list of PSU power companies with“buy” and “strong buy”, reco from analysts.
Boring but stable: 4 power sector stocks with upside potential of up to 38%
Power sector is one, where some basic principles of economics are turned upside down. Despite the fact that demand is always more than supply, the companies in this sector find it difficult to survive. Why does it happen and will it ever change?
These 5 stocks from different segments of power sector have an upside potential of up to 37%
Analysts are forecasting a comeback of power utilities stocks. Though in some cases there are apprehensions about the lower than normal monsoon playing a spoilsport. On the list are power producers and power distributors. For the purpose of this report, we have selected stocks wherein the count of analysts is at least 2 and the average stock report plus score is a minimum of 6. The list is based on upside estimated by the analysts, with the highest potential stock coming on the top of the list.
Combining dividend payout and possible capital gains: 5 stocks with dividend yield of more than 4.4 %
At a time when markets are volatile, a small up move in Nifty gives a sense of relief, but does it make your portfolio better to weather another round of decline in both Nifty and Sensex. One set of stocks which should be looked at all times is the high dividend paying stocks. The reason, they tend to do better, when markets are volatile with bearish bias, which they were till a couple of months ago.
PSU’s have their own strengths, 4 large cap PSU stocks with an upside potential up to 34%
At a time when interest rates are rising PSU stocks have an advantage. Of all the PSU stocks, which our algorithms come up with, we took PSU companies from three sectors: financier, power generation and logistics. ET screener powered by Refinitiv’s Stock Report Plus lists down stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
Boring but stable! Four stocks from power sector with “Strong Buy” and one with “Buy” rating can jump up to 36%
While markets are volatile, power utilities companies are making a comeback on the buy list of analysts . The companies in the list are covered by a minimum count of 3 and maximum by 21 analysts. The reason for having a minimum count of analysts for a particular sector is because higher coverage by analysts indicates higher institutional interest in individual stock. The list is based on upside estimated by the analysts, with the highest potential stock coming on the top of the list.
Green nod to Rs 4,641 crore Kiru hydro project in Jammu and Kashmir
The Kiru project will be developed by Chenab Valley Power Projects Pvt Ltd, a joint venture among NHPC, J&K State Power Development Corp and Power Trading Corporation of India.
Technical appraisal of Sawalkote project by August end: J&K government
The issue got highlighted when National Conference MLA sought the present status of upcoming eight power projects with a capacity of over 5600 MWs.
J&K govt not to give any power project to NHPC: Omar Abdullah
Omar said that Dulhasti-II and Uri-II projects allotted to NHPC earlier have been got back and will now be joint-venture projects between J&K govt and NHPC.
J&K government in process of buying back 3 NHPC power projects
The Jammu and Kashmir government said it is in the process of buying back three power projects in the state operated by NHPC.
JK government gets Rs 480.61 crore royalty from NHPC
The Jammu and Kashmir government today said it has received Rs 480.61 crore as royalty of water usage charges from NHPC for running hydro power projects in the state.
J&K keen to buy three NHPC projects 690-MW Salal, 480-MW Uri (1) and 390-MW Dulhasti
Omar Abdullah government has accepted a cabinet sub committee report seeking buying back NHPC’s three major power projects in J&K.
NHPC to invest Rs 2,400 cr on three JV projects in J&K
The joint venture entity -- Chenab Valley Power Projects Pvt Ltd -- will implement three projects having a total capacity of over 2,100 MW.
There is unlikely to be any under recovery in current financial year: ABL Srivastava, NHPC
ABL Srivastava, Chairman & Managing Director, NHPC in a chat with ET Now clarifies that business will not be impacted because of delays and fears of execution delays in projcets. Excerpts:-
NHPC to ramp up generation capacity to 5,322 MW by March, 2012
National Hydroelectric Power Corporation (NHPC) is set to ramp up its power generation capacity in the country to 5,322 MW by the end of the 11th Five-Year Plan in March, 2012.
Power generation in JK hydel projects fallen by over 50%
Jammu and Kashmir has witnessed a fall of over 50 per cent in power generation from its hydel power projects at the onset of winter this year.
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